Related Articles
How-To Beefed Up Tasks
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Error uploading a Document Page: How to select User and Billing Roles
How-To Case Settings
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to ...
How-To Identify E-mail Already In Use
Are you getting this message when creating a contact? This error message appears when someone is creating a lead/contact and is inputting an e-mail that is already being used in CampLegal. If you want to find who that e-mail is associated with, type ...
How-To Tasks Configurations
CLICK TO LEARN MORE Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to select User and Billing Roles Page: BI-Directional — Form ...
Creating a Lead and Client Profile
Click on "Quick Actions," (on the upper right corner of the screen) to create a lead profile or client profile. Please see the image below and where the arrows point. Creating a Lead Video Creating a Client Video Related articles Page: Searching ...